PFBT
SIVB

Parkside Financial Bank & Trust’s SVB Financial Group SIVB Stock Holding History

Parkside Financial Bank & Trust’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-164
Closed -$37.7K – 2138
2022
Q4 		$37.7K Buy
164
+16
+11% +$3.97K 0.01% 660
2022
Q3 		$50K Buy
148
+35
+31% +$14.1K 0.02% 526
2022
Q2 		$44K Sell
113
-1
-0.9% -$471 0.01% 572
2022
Q1 		$64K Sell
114
-37
-25% -$22.5K 0.02% 467
2021
Q4 		$102K Hold
151
– – 0.03% 362
2021
Q3 		$98K Buy
151
+3
+2% +$1.74K 0.03% 331
2021
Q2 		$82K Sell
148
-11
-7% -$6.1K 0.02% 371
2021
Q1 		$78K Sell
159
-7
-4% -$3.44K 0.02% 367
2020
Q4 		$64K Sell
166
-4
-2% -$1.3K 0.02% 400
2020
Q3 		$41K Buy
170
+9
+6% +$2.12K 0.01% 458
2020
Q2 		$35K Buy
161
+53
+49% +$10.2K 0.01% 495
2020
Q1 		$16K Sell
108
-5
-4% -$1.1K 0.01% 624
2019
Q4 		$28K Buy
113
+57
+102% +$13K 0.01% 576
2019
Q3 		$12K Sell
56
-2
-3% -$419 ﹤0.01% 766
2019
Q2 		$13K Sell
58
-52
-47% -$12K ﹤0.01% 763
2019
Q1 		$24K Hold
110
– – 0.01% 553
2018
Q4 		$21K Buy
110
+55
+100% +$13.4K 0.01% 562
2018
Q3 		$17K Buy
55
+1
+2% +$316 0.01% 661
2018
Q2 		$16K Sell
54
-7
-11% -$2.06K 0.01% 654
2018
Q1 		$15K Hold
61
– – 0.01% 642
2017
Q4 		$14K Buy
+61
New +$13K 0.01% 664
2017
Q3 		– Sell
-19
Closed -$3K – 1641
2017
Q2 		$3K Hold
19
– – ﹤0.01% 959
2017
Q1 		$4K Sell
19
-8
-30% -$1.46K ﹤0.01% 895
2016
Q4 		$5K Buy
27
+13
+93% +$1.86K ﹤0.01% 849
2016
Q3 		$2K Buy
14
+4
+40% +$416 ﹤0.01% 992
2016
Q2 		$1K Sell
10
-40
-80% -$4.09K ﹤0.01% 1047
2016
Q1 		$5K Sell
50
-43
-46% -$4.16K ﹤0.01% 795
2015
Q4 		$11K Buy
93
+26
+39% +$3.23K 0.01% 648
2015
Q3 		$8K Buy
+67
New +$8.98K ﹤0.01% 708

Other funds holding SIVB

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Parkside Financial Bank & Trust's SIVB Position: Q1 2023 in Review

Parkside Financial Bank & Trust sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 164 shares — an estimated $37.7K sold.

Parkside Financial Bank & Trust first reported a position in SIVB in Q3 2015 and held it in 29 quarters. The position peaked at $102K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Parkside Financial Bank & Trust reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 164 SVB Financial Group shares in Q1 2023, an estimated $37.7K.
  • Parkside Financial Bank & Trust first reported a position in SVB Financial Group in Q3 2015 and held it in 29 quarters.
  • Parkside Financial Bank & Trust's SVB Financial Group position peaked at $102K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2023, filed 4 May 2023.